Customer Success Account Manager

About the RoleWe're hiring a Customer Success Account Manager to support a fast-growing U.S. software company in the PropTech and real estate finance industry.In this role, you'll be the primary contact for our customer base, helping shape the foundation of the company's customer success strategy.This is a great opportunity for professionals with a background in multifamily property management who are looking to transition into SaaS and customer success—bringing their industry knowledge into a more strategic, tech-focused environment.Key Responsibilities- Build and manage customer onboarding processes and documentation- Support the design and implementation of the **budget lifecycle management** framework- Shadow internal leaders to learn customer workflows and document best practices- Create training materials tailored to property, regional, and asset managers- Lead quarterly business reviews (QBRs) and identify upsell opportunities- Track and report on KPIs such as churn, engageme...